Financial Analyst in San Diego at CBIZ

Date Posted: 6/30/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2021 America's Best Mid-Size Employers
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Top Workplaces USA
  • 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

Essential Functions and Primary Duties

  • Financial planning & analysis (FP&A) with good understanding with relevant FP&A experience
  • Advanced work with Excel and experience especially with regards to Power Query, Power Pivot and Power BI
  • Work with large and complex data sets and transform raw data into insights for a company
  • Prepare data visualization and analytical information for owners / executive teams using analytical reporting tools
  • Understand the business direction and managements vision
  • Identify the KPI’s that drive the results necessary to achieve that vision
  • Identify what data is needed to create the KPI’s to measure progress towards that vision
  • Evaluate readily accessible data (QBO, CRM, various Apps, etc.) that most closely represent relevant data for use in those KPI’s
  • Create, using advanced concepts in excel, dynamic dashboards and the reporting necessary to help ownership/executive teams of our SME’s measure their advance towards their vision and better understand their business.

Preferred Qualifications

  • Bachelor’s degree in Business, Economics, Statistics or relevant field
  • Experience working with revenues from a few million with very fast growth, up to $250 million in revenue.
  • Previous accounting experience or understanding with some relevant accounting experience
  • Experience in and strong background in financial modeling concepts

Qualifications Required

  • HS diploma or GED required
  • 3 years of relevant experience
  • Must possess analytical skills
  • Must be able to comprehend, manipulate and interpret statistical data
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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